How a client pays, and office notes

What this is for

• Pays with stores how the client usually pays (cash, check, card, Apple Pay, Zelle, Venmo, Cash App, money order, bank deposit). Recording a received payment uses this method when staff do not pick another one.
• Office notes are free-text notes for staff only (up to 4000 characters).

Steps

1. Open the client profile.
2. On the balance card, set Pays with.
3. On the overview tab, edit Office notes and save.

Privacy

Agents and the client portal never receive these fields. Staff see them only while signed into the workspace for that clinic.